SMITH SHELLNUT WILSON LLC /ADV historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, SMITH SHELLNUT WILSON LLC /ADV opened 72 positions, added to 200, reduced 308 and sold out of 59.
- Q1 2025: Stock AVGO; Country of operation United States; Class COM; Shares before 4,585.
- Q1 2025: Stock KKR; Country of operation United States; Class COM; Shares before 8,578.
- Q1 2025: Stock RF; Country of operation United States; Class COM; Shares before 47,833.
- Q1 2025: Stock CLX; Country of operation United States; Class COM; Shares before 4,375.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 944317), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-08-03); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-08-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-03-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2025 | AVGO
BROADCOM INC COM | United States | COM | 4,585 | 4,512 | -73 | $1,062,986 | $755,444 | -$307,542 | 2025-04-17 |
|---|
| Q1 2025 | KKR
KKR & CO INC-A | United States | COM | 8,578 | 8,543 | -35 | $1,268,772 | $987,656 | -$281,116 | 2025-04-17 |
|---|
| Q1 2025 | RF
REGIONS FINANCIAL CORP NEW | United States | COM | 47,833 | 43,248 | -4,585 | $1,125,032 | $939,779 | -$185,253 | 2025-04-17 |
|---|
| Q1 2025 | CLX
CLOROX CO DEL | United States | COM | 4,375 | 3,635 | -740 | $710,544 | $535,254 | -$175,290 | 2025-04-17 |
|---|
| Q1 2025 | NKE
NIKE INC | United States | CL B | 8,001 | 7,976 | -25 | $605,436 | $506,316 | -$99,120 | 2025-04-17 |
|---|
| Q1 2025 | CAT
CATERPILLAR INC | United States | COM | 1,661 | 1,570 | -91 | $602,544 | $517,786 | -$84,758 | 2025-04-17 |
|---|
| Q1 2025 | CVX
CHEVRON CORP NEW | United States | COM | 3,353 | 3,328 | -25 | $485,649 | $556,741 | +$71,092 | 2025-04-17 |
|---|
| Q1 2025 | EMR
EMERSON ELEC CO | United States | COM | 3,993 | 3,916 | -77 | $494,852 | $429,350 | -$65,502 | 2025-04-17 |
|---|
| Q1 2025 | ADM
ARCHER DANIELS MIDLAND CO | United States | COM | 9,409 | 8,604 | -805 | $475,343 | $413,078 | -$62,265 | 2025-04-17 |
|---|
| Q1 2025 | FRT
FEDERAL RLTY INVT TR NEW | United States | SH BEN INT NEW | 2,326 | 2,051 | -275 | $260,396 | $200,629 | -$59,767 | 2025-04-17 |
|---|
| Q1 2025 | CBSH
COMMERCE BANCSHARES INC | United States | COM | 6,254 | 5,472 | -782 | $389,687 | $340,523 | -$49,164 | 2025-04-17 |
|---|
| Q1 2025 | MMM
3M CO | United States | COM | 3,247 | 3,182 | -65 | $419,155 | $467,309 | +$48,154 | 2025-04-17 |
|---|
| Q1 2025 | CL
COLGATE PALMOLIVE CO | United States | COM | 3,462 | 2,902 | -560 | $314,730 | $271,917 | -$42,813 | 2025-04-17 |
|---|
| Q1 2025 | ED
CONSOLIDATED EDISON INC | United States | COM | 2,437 | 2,324 | -113 | $217,454 | $257,011 | +$39,557 | 2025-04-17 |
|---|
| Q1 2025 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 730 | 709 | -21 | $505,948 | $469,805 | -$36,143 | 2025-04-17 |
|---|
| Q1 2025 | STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 8,681 | 8,520 | -161 | $749,257 | $723,774 | -$25,483 | 2025-04-17 |
|---|
| Q1 2025 | GD
GENERAL DYNAMICS CORP | United States | COM | 1,837 | 1,683 | -154 | $484,031 | $458,752 | -$25,279 | 2025-04-17 |
|---|
| Q1 2025 | CHD
CHURCH & DWIGHT CO INC | United States | COM | 4,359 | 3,934 | -425 | $456,431 | $433,094 | -$23,337 | 2025-04-17 |
|---|
| Q1 2025 | EXPD
EXPEDITORS INTL WASH INC | United States | COM | 2,320 | 2,299 | -21 | $256,986 | $276,455 | +$19,469 | 2025-04-17 |
|---|
| Q1 2025 | SYY
SYSCO CORP | United States | COM | 7,777 | 7,730 | -47 | $594,629 | $580,059 | -$14,570 | 2025-04-17 |
|---|
| Q1 2025 | GPC
GENUINE PARTS CO | United States | COM | 2,922 | 2,746 | -176 | $341,173 | $327,158 | -$14,015 | 2025-04-17 |
|---|
| Q1 2025 | MDT
MEDTRONIC PLC | Ireland | SHS | 3,123 | 2,641 | -482 | $249,465 | $237,320 | -$12,145 | 2025-04-17 |
|---|
| Q1 2025 | BDX
BECTON DICKINSON & CO | United States | COM | 979 | 917 | -62 | $222,106 | $210,048 | -$12,058 | 2025-04-17 |
|---|
| Q1 2025 | KMB
KIMBERLY-CLARK CORP | United States | COM | 1,935 | 1,857 | -78 | $253,562 | $264,103 | +$10,541 | 2025-04-17 |
|---|
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